How big is David S. Lockman, M.D.'s plan?

David S. Lockman, M.D.'s plan reported $7K in assets for 2023.

Original filing (PDF)20241010082025NAL0019791121001

David S. Lockman, M.D.

Name: David S. Lockman, M.D. — David S. Lockman, M.D. Cash, Form 5500 (2023)
Creator: David S. Lockman, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David S. Lockman, M.D. Cash Balance Plan

Defined-benefit pension plan · David S. Lockman, M.D.'s David S. Lockman, M.D. Cash Balance Plan reported $7K in plan assets in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

Plan identifiers

David S. Lockman, M.D.'s EIN is 58-2505541.

EIN 58-2505541

Plan number 003

Plan year 2023

ACK ID 20241010082025NAL0019791121001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David S. Lockman, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David S. Lockman, M.D.'s plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off